KVW
Kimberly Van Winkle Portfolio
Invests via Twelve Points Wealth Management LLC | Managed by Kimberly Van Winkle, Stephen J. Bruno
Invests via Twelve Points Wealth Management LLC
Managed by Kimberly Van Winkle, Stephen J. Bruno
Automatically Tracked
Kimberly Van Winkle Profile
With a diverse background in strategic business development and operational leadership, Kimberly Van Winkle has carved out a notable position in the corporate landscape. Her experience encompasses several high-growth sectors where she excels at identifying market opportunities and implementing innovative solutions. Having led various teams, she possesses keen insights into organizational efficiency and stakeholder engagement. As an active participant in enhancing company performance through data-driven decision-making, her contributions are significant for firms looking to navigate complex environments. Kim's reputation for fostering collaborative cultures strengthens her impact across all ventures.
With a diverse background in strategic business development and operational leadership, Kimberly Van Winkle has carved out a notable position in the corporate landscape. Her experience encompasses several high-growth sectors where she excels at identifying market opportunities and implementing innovative solutions. Having led various teams, she possesses keen insights into organizational efficiency and stakeholder engagement. As an active participant in enhancing company performance through data-driven decision-making, her contributions are significant for firms looking to navigate complex environments. Kim's reputation for fostering collaborative cultures strengthens her impact across all ventures.
Investment Philosophy & Strategy
A keen eye for emerging trends shapes investment choices in Kimberly Van Winkle's strategic approach. Her robust expertise in operational leadership complements an entrepreneurial spirit, driving a focus on scalable solutions across sectors. With an emphasis on transformative initiatives, she navigates opportunities through collaboration and innovation. Balancing risk with ambition, her methodology adapts to dynamic market conditions while maintaining alignment with long-term growth objectives. This forward-thinking perspective positions her as a significant force in reshaping organizational landscapes.
A keen eye for emerging trends shapes investment choices in Kimberly Van Winkle's strategic approach. Her robust expertise in operational leadership complements an entrepreneurial spirit, driving a focus on scalable solutions across sectors. With an emphasis on transformative initiatives, she navigates opportunities through collaboration and innovation. Balancing risk with ambition, her methodology adapts to dynamic market conditions while maintaining alignment with long-term growth objectives. This forward-thinking perspective positions her as a significant force in reshaping organizational landscapes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.09%
Gain +0.31%
Monthly
0.33%
Yearly
4.05%
Drawdown
12.5%
$457.56M
Equity
Holdings
$457.56M
Investment
$368.05M
$95.68M
Profit +$1.63M
Realized
$6.17M
Unrealized
$89.5M
Dividends
$32.67M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.31%
Profit
$1.63M
Win %
78%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$4.75M
Win %
78%
This Month
Compared to last month
Gain
-0.7%
Profit
-$3.24M
Win %
78%
This Year
Compared to last year
Gain
7.03%
Profit
$30.04M
Win %
78%
KRO Kronos Worldwide Inc.
+4.99%
+$4,163.64 
SERA Sera Prognostics Inc.
+4.66%
+$3,904.92 
QCOM QUALCOMM Incorporated
+4.27%
+$94,249.1 
DXC Dxc Technology Co.
+3.97%
+$22,109.5 
TRN Trinity Industries Inc.
+3.24%
+$45,145.92 
HUN Huntsman Corporation
+3.02%
+$37,556.15 
BDC Belden Inc.
+3.02%
+$68,370.64 
AEIS Advanced Energy Industries Inc.
+2.79%
+$9,817.82 
OKE ONEOK, Inc.
+2.59%
+$70,690.62 
FCX Freeport-McMoRan Inc.
+2.34%
+$63,181.21 
GDXJ VanEck Junior Gold Miners ETF
+2.33%
+$7,545.85 
GDX VanEck Gold Miners ETF
+2.16%
+$6,029.52 
AMP Ameriprise Financial, Inc.
+2.16%
+$4,000.52 
CHH Choice Hotels International Inc.
+2.13%
+$14,193.42 
ASA ASA Gold and Precious Metals Limited
+2.09%
+$534,662.56 
CC Chemours Co.
+2.07%
+$32,756.01 
CE Celanese Corporation
+2%
+$7,534.8 
GEF Greif Inc.
+1.99%
+$27,844.05 
T AT&T Inc.
+1.94%
+$6,098.73 
MAC The Macerich Company
+1.8%
+$6,813.9 
JPM JPMorgan Chase & Co.
+1.76%
+$81,584.25 
TGT Target Corporation
+1.69%
+$23,369.92 
VDE Vanguard Energy ETF
+1.65%
+$4,650.41 
EOG EOG Resources, Inc.
+1.63%
+$38,179.56 
MCHP Microchip Technology Incorporated
+1.6%
+$20,920.68 
V Visa Inc. Class A
+1.59%
+$26,865.99 
AXP American Express Company
+1.49%
+$21,835.8 
APAM Artisan Partners Asset Management Inc.
+1.47%
+$38,755.6 
EWBC East West Bancorp Inc.
+1.45%
+$9,208.13 
XOM Exxon Mobil Corporation
+1.4%
+$50,618.35 
CTSH Cognizant Technology Solutions Corporation
+1.4%
+$6,909.76 
DINO HF Sinclair Corporation
+1.37%
+$20,658.56 
CHRW C.H. Robinson Worldwide, Inc.
+1.35%
+$25,011.63 
LYB LyondellBasell Industries N.V.
+1.32%
+$10,571.1 
C Citigroup Inc.
+1.28%
+$11,363.36 
JBL Jabil Inc.
+1.27%
+$72,575.85 
RZV Invesco S&P SmallCap 600 Pure Value ETF
+1.27%
+$7,051.03 
LRCX Lam Research Corporation
+1.21%
+$4,570.81 
AYI Acuity Brands Inc.
+1.17%
+$10,731.5 
MBIN Merchants Bancorp Inc.
+1.09%
+$13,043.79 
VNQ Vanguard Real Estate ETF
+0.97%
+$2,714.15 
TXN Texas Instruments Inc
+0.95%
+$24,497.25 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.95%
+$2,526.51 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
+0.95%
+$31,835 
RPV Invesco S&P 500 Pure Value ETF
+0.93%
+$11,349.49 
TROW T. Rowe Price Group, Inc.
+0.92%
+$4,134 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$8,748.25 
UL Unilever PLC Sponsored American Depositary Receipt
+0.91%
+$3,698.87 
LIEN Chicago Atlantic BDC Inc.
+0.91%
+$2,358.35 
PPL PPL Corporation
+0.9%
+$2,956.16 
AVK Advent Convertible and Income Fund
+0.86%
+$3,826.13 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.86%
+$15,526.08 
BAC Bank of America Corporation
+0.84%
+$2,093.89 
ATKR Atkore Inc.
+0.84%
+$14,196.6 
GOOGL Alphabet Inc
+0.81%
+$19,884.1 
SWKS Skyworks Solutions Inc.
+0.76%
+$12,526.91 
RPG Invesco S&P 500 Pure Growth ETF
+0.76%
+$18,557.63 
JNJ Johnson & Johnson
+0.75%
+$20,495.31 
REET iShares Global REIT ETF
+0.74%
+$5,720.32 
MCD McDonald's Corporation
+0.74%
+$5,579.73 
RFV Invesco S&P MidCap 400 Pure Value ETF
+0.73%
+$4,488.7 
IWM iShares Russell 2000 ETF
+0.73%
+$1,746.99 
CMI Cummins Inc.
+0.64%
+$10,571.37 
BEN Franklin Resources Inc.
+0.63%
+$29,663.4 
VYM Vanguard High Dividend Yield ETF
+0.61%
+$2,201.53 
GOOG Alphabet Inc
+0.6%
+$9,925.8 
CR Crane NXT Co.
+0.58%
+$10,649.44 
RSP Invesco S&P 500 Equal Weight ETF
+0.55%
+$6,436.84 
BRK-A Berkshire Hathaway Inc.
+0.51%
+$18,637.2 
IJH iShares Core S&P Mid-Cap ETF
+0.5%
+$4,173.54 
DGRO iShares Core Dividend Growth ETF
+0.48%
+$49,091.04 
AVY Avery Dennison Corporation
+0.48%
+$2,097.6 
MSM MSC Industrial Direct Co., Inc.
+0.48%
+$5,215.1 
GWW W.W. Grainger, Inc.
+0.46%
+$5,048.64 
SNA Snap-on Inc.
+0.46%
+$3,954.7 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.43%
+$1,664 
PCAR PACCAR Inc.
+0.42%
+$6,286.99 
MGA Magna International Inc.
+0.41%
+$4,697.46 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.36%
+$5,081.57 
KR Kroger Co.
+0.36%
+$2,584.05 
AON Aon plc
+0.35%
+$1,759.37 
FE FirstEnergy Corp.
+0.31%
+$1,158.98 
GLW Corning Incorporated
+0.3%
+$2,219.18 
FTLS First Trust Long/Short Equity ETF
+0.3%
+$2,166.78 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$2,867.41 
HD The Home Depot, Inc.
+0.28%
+$581.49 
THNQ Robo Global Artificial Intelligence ETF
+0.27%
+$725.68 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.26%
+$3,886.4 
UNH UnitedHealth Group Incorporated
+0.24%
+$2,180.18 
BITB Bitwise Bitcoin ETF
+0.23%
+$1,142.96 
LRGF iShares U.S. Equity Factor ETF
+0.21%
+$1,622.85 
QAI NYLI Hedge Multi-Strategy Tracker ETF
+0.21%
+$4,238.25 
SLV iShares Silver Trust
+0.21%
+$18,105.87 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.21%
+$5,306.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.21%
+$3,524.3 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$2,290.75 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.18%
+$14,897.59 
IVV iShares Core S&P 500 ETF
+0.18%
+$6,507.66 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.18%
+$9,426.84 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.18%
+$3,523.68 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.17%
+$1,668.9 
MMM 3M Company
+0.16%
+$916.43 
USMV iShares MSCI USA Min Vol Factor ETF
+0.15%
+$1,037.12 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$465.45 
VEU Vanguard FTSE All-World ex-US ETF
+0.14%
+$20,004.72 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.13%
+$331.2 
ABBV AbbVie Inc.
+0.12%
+$1,388.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.12%
+$1,005.67 
META Meta Platforms Inc Class A
+0.11%
+$344.51 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.1%
+$3,331.26 
AIA iShares Asia 50 ETF
+0.09%
+$1,775.8 
IAU iShares Gold Trust
+0.09%
+$2,639.21 
EMR Emerson Electric Co.
+0.08%
+$1,064.73 
CLF Cleveland-Cliffs Inc.
+0.07%
+$1,498.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$945.1 
DBL DoubleLine Opportunistic Credit Fund
+0.07%
+$3,455.69 
AOA iShares Core Aggressive Allocation ETF
+0.07%
+$259.87 
IXUS iShares Core International Stock ETF
+0.05%
+$680.05 
GLD SPDR Gold Shares
+0.05%
+$2,966.69 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$111.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.04%
+$527.22 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.04%
+$1,956 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$14,950.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$4,280.27 
SHV iShares Short Treasury Bond ETF
+0.02%
+$3,121.9 
QQQ Invesco QQQ Trust, Series 1
0%
+$4.81 
BXMX Nuveen S&P 500 Buy-Write Income Fund
0%
$0 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
HI Hillenbrand Inc.
0%
$0 
MNMD
0%
$0 
NCZ
0%
$0 
RFG Invesco S&P MidCap 400 Pure Growth ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
ACHR Archer Aviation Inc.
-5.19%
-$3,735.87 
PLTR Palantir Technologies Inc.
-3.21%
-$5,430.9 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.96%
-$14,376.25 
FSLY Fastly, Inc.
-2.81%
-$6,488.79 
CTAS Cintas Corporation
-2.53%
-$6,288.2 
INTU Intuit Inc.
-2.42%
-$2,356.64 
AMZN Amazon.com Inc
-2.36%
-$19,048.96 
FLUT Flutter Entertainment plc
-2.18%
-$4,440.7 
ABT Abbott Laboratories
-2%
-$8,849.76 
MELI MercadoLibre, Inc.
-1.92%
-$7,967.04 
HUBS HubSpot, Inc.
-1.86%
-$1,943.19 
AVGO Broadcom Inc.
-1.83%
-$6,424.61 
PSKY Paramount Skydance Corporation Class B Common Stock
-1.62%
-$3,415.16 
AAPL Apple Inc.
-1.62%
-$85,246.52 
IBM International Business Machines Corporation
-1.33%
-$22,093.46 
LLY Eli Lilly and Company
-1.3%
-$13,939.7 
LEVI Levi Strauss & Co.
-1.2%
-$11,826.78 
GILD Gilead Sciences Inc.
-1%
-$5,150.88 
ETHW Bitwise Ethereum ETF
-0.96%
-$2,003.3 
VSH Vishay Intertechnology Inc.
-0.95%
-$53,154.57 
MAGS Roundhill Magnificent Seven Fund
-0.92%
-$23,460 
MSFT Microsoft Corp.
-0.92%
-$18,343.92 
HOG Harley-Davidson Inc.
-0.78%
-$8,858.6 
BWA BorgWarner Inc.
-0.78%
-$28,143.34 
MRK Merck & Co., Inc.
-0.76%
-$12,402.52 
CARR Carrier Global Corporation
-0.75%
-$2,819.96 
WMT Walmart Inc.
-0.6%
-$1,453.68 
HGER Harbor Commodity All-Weather Fund
-0.54%
-$19,548.87 
LOW Lowe's Companies Inc.
-0.54%
-$1,120.98 
DIS The Walt Disney Company
-0.51%
-$1,674.84 
CSCO Cisco Systems, Inc.
-0.45%
-$20,185.55 
EBC Eastern Bankshares, Inc.
-0.44%
-$1,657.46 
RTX RTX Corporation
-0.43%
-$4,399.25 
FMNB Farmers National Banc Corp.
-0.41%
-$2,381.34 
JBLU JetBlue Airways Corporation
-0.4%
-$202.86 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.39%
-$2,767.18 
AIQ Global X Artificial Intelligence & Technology ETF
-0.36%
-$908.27 
SBUX Starbucks Corporation
-0.33%
-$2,947.8 
PEP PepsiCo, Inc.
-0.26%
-$4,475.26 
DHR Danaher Corporation
-0.23%
-$1,069.29 
IDXX IDEXX Laboratories, Inc.
-0.22%
-$398.39 
TJX The TJX Companies, Inc.
-0.2%
-$454.58 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.2%
-$719.6 
FMF First Trust Managed Futures Strategy Fund
-0.2%
-$2,414.2 
IOO iShares Global 100 ETF
-0.19%
-$40,356.16 
EVN Eaton Vance Municipal Income Trust
-0.18%
-$318.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.14%
-$323.95 
NVDA NVIDIA Corporation
-0.14%
-$400.14 
BND Vanguard Total Bond Market Index Fund
-0.14%
-$380.1 
AMGN Amgen Inc.
-0.12%
-$1,034.01 
BAH Booz Allen Hamilton Holding Corporation
-0.11%
-$347.82 
IUSB iShares Core Universal USD Bond ETF
-0.1%
-$930.83 
PSK SPDR ICE Preferred Securities ETF
-0.1%
-$3,463.2 
IEFA iShares Core MSCI EAFE ETF
-0.1%
-$382.28 
FINS Angel Oak Financial Strategies Income Fund
-0.09%
-$858.29 
IUSG iShares Core S&P U.S. Growth ETF
-0.09%
-$1,102.79 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.09%
-$11,056.86 
SRLN SPDR Blackstone Senior Loan ETF
-0.06%
-$5,590.8 
FLTR VanEck IG Floating Rate ETF
-0.06%
-$11,277.61 
CAIE Calamos Autocallable Income ETF
-0.06%
-$1,214.06 
ADP Automatic Data Processing Inc.
-0.04%
-$254.34 
PFE Pfizer Inc.
-0.04%
-$105.34 Events
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Dividends
Dividend Analysis
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| Trades 2661 | Longs Won 1557/2661 58% | Profit Factor 4.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $255,591.64 |
| Average Win $79,118.57 | Best Trade (Jun 12) $9.51M | Sharpe Ratio -4.26 |
| Average Loss -$24,920.82 | Worst Trade (Dec 31) -$539,671.44 | Z-Score 12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 6d | Expectancy $35,954.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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